- Product Tour:
The product tour allows you to take a guided walkthrough of all the components in the Shopify-NetSuite Connector. The interactive tours highlight important features, components and their purpose, which helps you determine how to maneuver the connector. Click on the Product Tour icon as displayed in the following screen to get started with the guided tour of the connector:
- Support for Token-Based Authentication (TBA)
The Shopify-NetSuite connector now supports token-based authentication. Once you have configured your NetSuite Account Credentials using the Basic authentication type, you can go to the Connections option, locate the NetSuite Connection and click the Edit icon. The connection page is displayed. From this page, select the Authentication type value as Token and enter the required information.
- UI support for setting own criteria for importing customers
During customer import flow, Shopify customer records were currently matched up against NetSuite customers first by the Shopify Id and then by the customer email. However, an additional criteria is required to search for customers only within a particular subsidiary when NetSuite accounts are setup as multi-subsidiary. To accomplish this, the Customer Import flow has been enhanced, as displayed in the following screens, to add the customer import criteria in the connector’s interface:
- "Inactive is False" filter support by default to Lookup Criteria for Customers and Items
In the Order section for the Shopify Order to NetSuite Order Add and Shopify Order to NetSuite Cash Sale Add flow, a new lookup criteria has been added in the SKU field mapping as shown in the following screen. This lookup criteria helps you avoid the inactive items in NetSuite when you look for a particular SKU.
Note: This option is available for new customers by default. Existing customer can also enable this functionality as shown above by adding a lookup criteria, selecting the value as Inactive and entering the value as “F”
- Organization of the Advanced Setting options in the Order section
All the Advanced Setting in the Order section have been categorized into tabs. Each tab consists of different settings associated with these tabs.
- Enhanced the Shopify Product Id to NetSuite Item Mass Update flow
The Shopify Product Id to NetSuite Item Mass Update flow in the Inventory section has been enhanced to ignore unpublished/hidden items in Shopify. As part of this enhancement, the filtering criteria has been enhanced to exclude Shopify Items that are not published on sales channel.
- Changed "Store Id" filter to "Store Name" in NetSuite Export Saved Searches
For the Celigo Shopify Billing Export Search saved search in NetSuite, the "Store Id" filter has been replaced with "Store Name". The change has been made to improve the performance of the saved search in NetSuite. Prior to fix, in some instances, it was noticed that the saved search was getting time-out as the Store Id filter does not work for some of the accounts. In these cases, replacing the filter to Store Name improves the performance.
By default, this fix is available to be used by new customers. Existing customer can make this change in the Celigo Shopify Billing Export Search saved search in NetSuite.
- Fix for channel orders entered in Shopify via API
Prior to the fix, the connector was ignoring the sales channel orders when the Add web orders into NetSuite drop-down list value was selected as “When they are captured in Shopify”. To counter this issue, the Add sales channel orders into NetSuite checkbox has been added in Advanced Setting of the Order
This checkbox when selected, enables you to add sales channel orders that come to Shopify to be imported into NetSuite. For example: If you sell on sales channels like Wanelo, Houzz that are directly integrated with Shopify, this checkbox enables you to add the orders coming on these sales channel into NetSuite.
- Replaced item search lookup criteria for the SKU field mapping
In the Order section for the Shopify Order to NetSuite Order Add and Shopify Order to NetSuite Cash Sale Add flow, Name lookup criteria has been replaced with the Name (Internal) lookup criteria in the SKU field mapping as shown in the following screen. This lookup criteria populates search results from NetSuite that exactly matches the searched term rather than populating related search results. For example, with previous criteria if you search for an item with name ABC, and NetSuite had following item ABC and ABC:XYZ the both with be populated. With the new criteria, if you search for the item ABC the only ABC result gets populated and ABC:XYZ get ignored.